When Steve started at Northstar Financial Planners in 2007, he wanted to shift from a multinational corporation with thousands of employees to a small “family” business where he knew team members and clients alike. As a senior financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Steve appreciates when he can draw on his background to help corporate employees make sense of benefits, optimize stock options, reduce taxes, and plan for retirement. As managing partner, Steve touches on all company areas, including accounting, human resources, information technology, risk management, and compliance.